Gradient Investments’s iShares Russell 3000 ETF IWV Stock Holding History

Gradient Investments’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-750	Closed	-$232K	–	829
2024 Q2	$232K	Sell	750 -13	-2%	-$3.88K	0.01%	305
2024 Q1	$229K	Hold	763	–	–	0.01%	281
2023 Q4	$209K	Buy	+763	New	+$195K	0.01%	330
2019 Q1	–	Sell	-19	Closed	-$3K	–	927
2018 Q4	$3K	Sell	19 -34	-64%	-$5.4K	﹤0.01%	786
2018 Q3	$8K	Sell	53 -48	-48%	-$8.13K	﹤0.01%	663
2018 Q2	$16K	Buy	101 +19	+23%	+$3.05K	﹤0.01%	524
2018 Q1	$13K	Hold	82	–	–	﹤0.01%	578
2017 Q4	$13K	Buy	+82	New	+$12.6K	﹤0.01%	549
2017 Q1	–	Sell	-400	Closed	-$53K	–	797
2016 Q4	$53K	Buy	+400	New	+$51.9K	﹤0.01%	262

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gradient Investments's IWV Position: Q3 2024 in Review

Gradient Investments sold out of iShares Russell 3000 ETF (IWV) in Q3 2024, closing a stake of 750 shares — an estimated $232K sold.

Gradient Investments first reported a position in IWV in Q4 2016 and held it in 9 quarters. The position peaked at $232K in Q2 2024. 783 funds tracked by Wall St. Rank hold IWV as of Q3 2024.

Gradient Investments reported no remaining iShares Russell 3000 ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 750 iShares Russell 3000 ETF shares in Q3 2024, an estimated $232K.
Gradient Investments first reported a position in iShares Russell 3000 ETF in Q4 2016 and held it in 9 quarters.
Gradient Investments's iShares Russell 3000 ETF position peaked at $232K in Q2 2024.
783 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.